Corporate Access Manager, Sales

CITIC CLSA; Kuala Lumpur; On-site; MYR 80,000 - 100,000; Full time

Job summary

A prominent financial services firm in Kuala Lumpur is seeking an experienced professional to manage corporate relationships and deliver corporate access offerings for clients. Responsibilities include orchestrating events, maintaining a corporate database, and assisting client requests. Ideal candidates will hold a degree in Finance or related fields, possess 5+ years of experience in investment banking, and have strong communication skills. This role demands a self-motivated individual with excellent organizational ability and attention to detail.

Qualifications

• Minimum 5 years of relevant experience in a similar role at an Investment Bank or Investment Manager.
• Experience as an Investor Relations Coordinator or Research Assistant highly regarded.
• Confident in dealing with clients and senior management.

Responsibilities

• Serve as the primary relationship owner for corporate clients.
• Originate new corporate relationships and coordinate events.
• Maintain an up-to-date corporate database and assist with client meeting requests.

Skills

Excellent command of written and spoken English

Excellent communication skills

Strong organizational skills

Proficiency in Microsoft Office applications

Interpersonal sensitivity

Education

Bachelor's Degree or above in Accounting / Commerce / Finance / Marketing

Job description

The primary responsibilities of this position is to work closely with both Research, Sales, and Regional Corporate Access teams to deliver a differentiated corporate access offering for both corporate and institutional clients.

Reporting locally to the Head of Sales.

Key Areas of Responsibilities

• Serve as the primary relationship owner for a portfolio of corporates (C-level / IR teams), understanding their capital markets agenda and investor targeting priorities.
• Originate new corporate relationships (prospecting, outreach, pitching) to bring new corporates onto the firm's access platform.
• Act as the liaison for investor meetings between corporate management and institutional investors.

Sales, Research, and Conference Marketing

• Design and coordinate non-deal roadshows, reverse roadshows, site visits, thematic trips, sector tours, investor days, and conference access.
• Assist with event setups/management – venue origination and set-up, vendor engagement, cost management.

Database Management

• Maintain an up-to-date corporate database as well as events schedule, including maintaining a Master List of all CLSA Malaysia events and regional events involving Malaysia clients and corporates.

Client & Corporate Requests

• Assist with all client meeting requests – 1x1 with corporates, specialist speakers, government bodies, etc.
• Assist with client RFIs for all corporate access related requests.

Others

• Travel management – coordinate domestic and international travel for front office staff, including flight, hotel, and car rental reservations.
• Travel – required to travel for CLSA conferences across APAC when required.
• Key liaison for all corporates and speaker needs at CLSA engagements.

Requirements

• Bachelor's Degree or above in Accounting / Commerce / Finance / Marketing discipline.
• Minimum 5 years of relevant experience working within a similar role at an Investment Bank or Investment Manager, and/or relevant experience as an Investor Relations Co-ordinator, Research Assistant, Sales Assistant, or Corporate Marketing highly regarded.
• Excellent command of written and spoken English / Bahasa. Mandarin would be an advantage but not necessary.
• Excellent interpersonal sensitivity. Excellent communication skills to both internal and external clients.
• Confident in dealing with clients and senior management.
• High attention to detail essential.
• Strong organizational skills, self-motivated and proactive.
• Ability to work under pressure and sometimes outside of regular work hours in busy periods.
• Proficiency in Microsoft Office applications.